SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: John Koligman who wrote (175098)8/11/2005 4:39:24 PM
From: John Koligman  Read Replies (1) | Respond to of 176387
 
'Clean cut Schneider' was just on with Maria, he used the word 'soft' pretty often in regard to Dell's consumer biz. Tried to emphasize Dell's 'unit' growth at the low end, but said 14% unit growth translated to about half that in revenue growth. Hey, maybe even Dell gets to be a victim of those $329 deals for a desktop with flat panel thrown in. <ggg>



To: John Koligman who wrote (175098)8/11/2005 4:44:33 PM
From: kaka  Read Replies (1) | Respond to of 176387
 
John,

Looks like the road to 80b might take a bit longer than anticipated. 40 & 42.5 calls safe yet again (for august at least!)

cheers,
kaka

ps. What was that Dell customer service parody link...the one with someone on the phone with rep in India?